Political risk in some of the biggest developing countries is on the rise, warns First State's global emerging markets team.
Emerging Markets manager sees recovery ahead for Mexico, Russia, Turkey and Peru
Emerging markets are making up shortfalls that have resulted from a fall in investment from developed countries
Baring Emerging Markets fund manager Paul Wimborne has reduced his weighting in Brazil in favour of the cyclical growth on offer in South Korea.
As a country, Japan's rocky ride through the global downturn has led some commentators to question the country's future, while the long-term returns from the market have been variously disappointing or unimpressive for nearly two decades.
The big issues that long term investors must address when looking for investments